McNamara Financial Services’s First Trust Managed Municipal ETF FMB Stock Holding History

McNamara Financial Services’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,051	Closed	-$256K	–	102
2025 Q3	$256K	Sell	5,051 -178	-3%	-$8.9K	0.05%	86
2025 Q2	$261K	Sell	5,229 -142	-3%	-$7.06K	0.05%	82
2025 Q1	$271K	Buy	5,371 +354	+7%	+$18.1K	0.06%	74
2024 Q4	$256K	Sell	5,017 -1,103	-18%	-$56.7K	0.06%	63
2024 Q3	$318K	Buy	6,120 +63	+1%	+$3.25K	0.06%	68
2024 Q2	$309K	Sell	6,057 -1,473	-20%	-$75.1K	0.07%	62
2024 Q1	$387K	Sell	7,530 -172	-2%	-$8.85K	0.08%	55
2023 Q4	$398K	Buy	7,702 +100	+1%	+$4.97K	0.09%	46
2023 Q3	$372K	Sell	7,602 -40	-0.5%	-$2.01K	0.09%	47
2023 Q2	$387K	Buy	7,642 +106	+1%	+$5.38K	0.09%	48
2023 Q1	$384K	Buy	7,536 +8	+0.1%	+$407	0.1%	45
2022 Q4	$377K	Buy	7,528 +153	+2%	+$7.59K	0.1%	46
2022 Q3	$359K	Buy	7,375 +49	+0.7%	+$2.49K	0.1%	41
2022 Q2	$371K	Buy	+7,326	New	+$375K	0.11%	43

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

McNamara Financial Services's FMB Position: Q4 2025 in Review

McNamara Financial Services sold out of First Trust Managed Municipal ETF (FMB) in Q4 2025, closing a stake of 5,051 shares — an estimated $256K sold.

McNamara Financial Services first reported a position in FMB in Q2 2022 and held it in 14 quarters. The position peaked at $398K in Q4 2023. 306 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

McNamara Financial Services reported no remaining First Trust Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
McNamara Financial Services sold 5,051 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $256K.
McNamara Financial Services first reported a position in First Trust Managed Municipal ETF in Q2 2022 and held it in 14 quarters.
McNamara Financial Services's First Trust Managed Municipal ETF position peaked at $398K in Q4 2023.
306 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on McNamara Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.